# California'S Valued Trust 401(k) Plan
Source: https://planprovider.pro/companies/california-s-valued-trust-plan

> California'S Valued Trust's 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California'S Valued Trust

- **Sponsor EIN:** 776009955

- **Sponsor Address:** 520 EAST HERNDON AVENUE, FRESNO, CA, 93720

- **Plan Type:** 401(k)

- **Total Participants:** 40

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|40|$9.8M|$335,631|$388,322|

| 2023|37|$8.4M|$297,905|$329,820|

| 2022|34|$6.7M|$244,798|$268,304|

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